SPECIALISTS
Stephanie Lee
Director, Citrin Cooperman Advisors LLC
Experience
Stephanie is a director in Citrin Cooperman’s Commercial Tax Services Practice with 17 years of accounting experience.
Stephanie combines technical expertise with a genuine interest in clients’ lives and goals. She makes it a priority to get to know the clients she works with, from their business ambitions to personal interests. She specializes in C corporations, consolidated returns, and complex state and local tax matters, with a focus on the life sciences sector. Known for her honesty and practical approach, she provides forward-looking solutions and conducts thorough research to deliver informed guidance. Her clients rely on her for answers, clarity, and confidence throughout the process.
Previously, Stephanie was a senior manager at LitmanGerson Associates, LLP (LGA), which joined Citrin Cooperman in 2026.
CREDENTIALS
Education
B.S. in Corporate Finance and Accounting, Bentley University
M.S. in Taxation, Bentley University
Licenses
Enrolled Agent (EA)
Affiliations
Member, National Association of Enrolled Agents (NAEA)
Member, New England Society of CPAs (NECPAs)
WORK-LIFE BALANCE
Outside the Office
When Stephanie is not working, she can usually be found outdoors with her dogs, working on her koi pond or trying her best to garden. If she has completely disappeared, there is a good chance that she is at the barn with her horses.
Get in Touch with Stephanie Today
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